See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,993 | $42,894-30.1% | $60,874-50.7% | $68,494-56.2% |
| Participation rate | 82.2% | 66.8%+15.4pp | 73.1%+9.1pp | 67.9%+14.3pp |
| Annual return | -13.86% | -13.98%+0.1pp | 16.90%-30.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $635 | $1,978-67.9% | $2,701-76.5% | $2,596-75.5% |
| Participant deferral / active EE | $1,464 | $2,867-48.9% | $3,817-61.6% | $4,027-63.6% |
| Admin fee / account holder | $3,540 | $3,101+14.2% | $3,224+9.8% | $5,403-34.5% |